Tax Planning Investment

Pricing for Tax Planning

A Proactive, Year-Round Strategy

Tax planning goes beyond filing—it’s about building a proactive strategy to grow and protect your wealth. Designed for real estate investors and business owners ready to scale, this service helps you structure income, investments, and operations in the most tax-efficient way. With scheduled planning sessions and ongoing CPA access, we uncover opportunities before year-end so you can act with confidence and keep the tax code working for you year-round.

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Tax Planning Process

Tax planning with us is proactive and strategic. Our CPAs act as tax strategists, working with you year-round to assess your financial picture, uncover opportunities to reduce liability, and implement tax-efficient strategies that help you grow and protect your wealth.

Upload Tax Documents

Fill out the "Initial Response Form" sent via email after onboarding.

Meet Your Tax Manager

Schedule a call to discuss your tax plan while our team prepares your file.

Tax Plan Discussion

Review key strategies, deductions, and personalized tax-saving opportunities.

Follow-Up Calls

Schedule additional calls as needed to refine your plan and address questions.

Resources & Access

Get exclusive access to your recorded tax planning sessions, Generational Wealth Formula guides and videos, client-only monthly webinars, early access to new planning tools, and a weekly newsletter with tax tips and updates plus, follow us on social to stay ahead and make the most of every opportunity!

Our Services

Customized Pricing to Match Your Requirements

Entry-Level Tax Planning

$3,497+

Ideal For: Individuals with simpler financial and investment structures.

Get Started

Services:

Consultations: 3 Strategy Calls Per Year

Support:

Unlimited Emails for Questions and Updates
Custom PDF Strategy Plan
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 200 comprehensive guides and videos.
Unlimited Email Support

Typical Client Profile:

0–5 Rental Properties
1-4 K-1s
1–2 Single-Member LLCs (SMLLC) or Sole Proprietorships
Contributions or management of a 401(k), IRA and 529 plans
Contributions or Management of a 401(k), IRA, and 529 Plans
Income from: 1099 Independent Contractor Work, Schedule C Businesses, Stock Trading, Cryptocurrencies
Cost Segregation Analysis

Intermediate Tax Planning

$4,997+

Ideal For: Clients actively growing their portfolios and businesses.

Get Started

Services:

Consultations: 5 Strategy Calls Per Year

Support:

Unlimited Emails for Questions and Updates
Entity Structuring and Setup Guidance
REPS and Short-Term Rental (STR) Logs Support
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 200 comprehensive guides and videos.
Unlimited Email Support

Typical Client Profile:

6+ Rental Properties
5+ K-1s
Multiple LLCs
1–2 S-Corporation Filings or Businesses Requiring Tax Planning
Schedule C and Schedule E Income
Includes All Features and Complexities in the Entry-Level Plan

Advanced Tax Planning

$8,997+

Ideal For: Seasoned real estate investors with more complex financial structures.

Get Started

Services:

Consultations: Tailored for Frequent and In-Depth Planning Needs

Support:

Monthly Tax Strategy Calls
Tax Projections & Scenario Planning
IRS Guidance and Correspondence Strategy
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 200 comprehensive guides and videos.
Unlimited Email Support

To include Tax Strategy Session with Ashish Acharya, MAcc, CPA, CFP®, PFS, CEO/Founder ($1,497 waived).

Typical Client Profile:

10+ Rental Properties
10+ K-1s
Multiple LLCs
Multiple S-Corporations or Partnerships
Includes All Features and Complexities from Entry-Level and Intermediate Plans

Elite Tax Planning

$16,997+

Ideal For: Highly experienced investors with extensive portfolios and significant tax liabilities.

Get Started

Services:

Consultations: Customized for Highly Detailed, Complex Planning

Support:

On-Demand Strategy Team Access
Active Collaboration and Calls with Partners, Lenders & Advisors
Complete Strategic Alignment & Execution Support
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 200 comprehensive guides and videos.
Unlimited Email Support

Typical Client Profile:

20+ Rental Properties, Including Hotels or Multi-Unit Buildings
10+ K-1s
Multiple S-Corporations and Partnerships
Advanced Cost Segregation Strategies
Comprehensive Planning for Unique and Complex Investment Portfolios
Includes Everything from All Prior Levels

Add Ons:

$1,497

To include Tax Strategy Session with Ashish Acharya, MAcc, CPA, CFP®, PFS, CEO/Founder

$997/hr

Additional CPA Services (Meetings, entity structuring, deeper guidance, etc.)

*Please note that prices are subject to change. One-hour consultations, one-off service requests, and similar services are non-refundable. We appreciate your understanding and are committed to providing valuable guidance in every session.

Our Services

Here’s How You Can Connect and Work with IFC

Area of Expertise

Trusted by Clients in All 50 States Nationwide

Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.

Total Clients

1,000

Tax Saving Strategies

300

Tools to Power Your Tax Strategy

We’ve built a library of tax strategies, including our Generational Wealth Formula, to help business owners, investors, high earners, and ambitious professionals keep more of what they earn.

Now, you can get a sneak peek. This guides includes select checklists and planning guides to help you save more, plan ahead, and make confident financial decisions all year long.

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